Callahan Advisors LLC Acquires 43,454 Shares of Pfizer Inc. $PFE

Callahan Advisors LLC grew its holdings in shares of Pfizer Inc. (NYSE:PFE) by 6.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 713,797 shares of the biopharmaceutical company’s stock after acquiring an additional 43,454 shares during the quarter. Pfizer accounts for approximately 1.5% of Callahan Advisors LLC’s holdings, making the stock its 17th biggest holding. Callahan Advisors LLC’s holdings in Pfizer were worth $18,188,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in Pfizer by 1.9% in the second quarter. Vanguard Group Inc. now owns 533,363,457 shares of the biopharmaceutical company’s stock worth $12,928,730,000 after purchasing an additional 10,198,330 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Pfizer by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 127,471,481 shares of the biopharmaceutical company’s stock valued at $3,080,552,000 after acquiring an additional 1,820,634 shares during the last quarter. Norges Bank purchased a new stake in Pfizer during the 2nd quarter valued at about $2,270,157,000. Charles Schwab Investment Management Inc. grew its position in Pfizer by 2.4% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 49,165,032 shares of the biopharmaceutical company’s stock worth $1,191,760,000 after acquiring an additional 1,135,457 shares during the last quarter. Finally, Fisher Asset Management LLC increased its stake in Pfizer by 2.0% in the 2nd quarter. Fisher Asset Management LLC now owns 48,390,268 shares of the biopharmaceutical company’s stock worth $1,172,980,000 after purchasing an additional 950,239 shares during the period. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on PFE. Weiss Ratings reissued a “hold (c-)” rating on shares of Pfizer in a research note on Thursday. Wall Street Zen lowered shares of Pfizer from a “buy” rating to a “hold” rating in a report on Sunday, September 28th. Morgan Stanley dropped their price target on shares of Pfizer from $32.00 to $28.00 and set an “equal weight” rating for the company in a research report on Friday, December 12th. Citigroup began coverage on shares of Pfizer in a research report on Tuesday, December 2nd. They issued a “neutral” rating and a $26.00 price objective on the stock. Finally, TD Cowen reaffirmed a “hold” rating on shares of Pfizer in a research note on Tuesday, December 30th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $27.88.

Trending Headlines about Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: NICE recommended Pfizer’s PARP inhibitor Talzenna for adults with prostate cancer — a UK endorsement that supports incremental oncology revenue and validates Pfizer’s targeted‑therapy strategy. NICE backs Pfizer’s Talzenna for adults with prostate cancer
• Positive Sentiment: Pfizer launched a large Phase 3 lung‑cancer trial positioning its regimen against Merck’s Keytruda — a successful outcome would target a high‑value oncology market and materially boost long‑term growth expectations. Pfizer Takes Aim at Keytruda in New Phase 3 Lung Cancer Study: What Investors Should Know
• Positive Sentiment: Pfizer moved a COPD candidate into a Phase 2/3 trial, strengthening its post‑COVID respiratory pipeline and the company’s addressable market in chronic lung disease. Pfizer Advances New COPD Candidate Into Phase 2/3, Adding Depth to Its Post-COVID Pipeline
• Positive Sentiment: Novavax and Pfizer reached a licensing agreement on the Matrix‑M adjuvant — this could reshape Pfizer’s vaccine platform strategy by expanding adjuvant options and serviceable vaccine markets. Novavax inks license agreement with Pfizer
• Positive Sentiment: Early‑stage pipeline progress: PF‑07248144 advanced with a drug–interaction study and PF‑08065010 entered Phase 1 — steady, low‑visibility pipeline work that reduces binary risk over time. Pfizer Advances PF-07248144 With New Drug–Interaction Study, Signaling Quiet Pipeline Progress
• Neutral Sentiment: Large options flow: traders bought ~446,836 call options (≈+114% vs. typical volume) — indicates short‑term bullish/speculative positioning but not a direct fundamental signal. (Market data)
• Neutral Sentiment: CEO Albert Bourla publicly criticized RFK Jr.’s vaccine views and warned the U.S. risks falling behind China in health research — a strong management stance on science and policy that can influence regulatory/public perception but is not an immediate earnings driver. Pfizer CEO Calls RFK’s Vaccine Views Anti-Science, Warns US Falling Behind China In Health Research
• Negative Sentiment: Investor concerns persist on pricing and post‑COVID revenue sustainability — recent pieces question whether Pfizer’s current valuation reflects secular headwinds and pricing pressure, which helps explain selling pressure despite pipeline news. Is Pfizer (PFE) Pricing Make Sense After Post Covid Slowdown Concerns
• Negative Sentiment: Opinion pieces highlight a debate whether Pfizer is an attractive dividend/value play or a value trap — ongoing skepticism around growth prospects can keep the stock depressed. Is Pfizer an Absurdly Cheap Dividend Stock, or Just a Value Trap?

Pfizer Stock Performance

NYSE:PFE opened at $25.65 on Monday. The company has a quick ratio of 0.97, a current ratio of 1.28 and a debt-to-equity ratio of 0.62. The firm’s fifty day simple moving average is $25.40 and its 200 day simple moving average is $25.00. The stock has a market cap of $145.82 billion, a P/E ratio of 14.91 and a beta of 0.47. Pfizer Inc. has a twelve month low of $20.92 and a twelve month high of $27.69.

Pfizer (NYSE:PFE) last posted its earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.79 by $0.08. The firm had revenue of $16.65 billion during the quarter, compared to analysts’ expectations of $16.94 billion. Pfizer had a net margin of 15.65% and a return on equity of 20.17%. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. As a group, research analysts predict that Pfizer Inc. will post 2.95 EPS for the current year.

Pfizer Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, January 23rd will be issued a dividend of $0.43 per share. The ex-dividend date is Friday, January 23rd. This represents a $1.72 dividend on an annualized basis and a dividend yield of 6.7%. Pfizer’s dividend payout ratio is 100.00%.

About Pfizer

Pfizer Inc (NYSE: PFE) is a multinational biopharmaceutical company headquartered in New York City. Founded in 1849 by Charles Pfizer and Charles Erhart, the company researches, develops, manufactures and commercializes a broad range of medicines and vaccines for human health. Its activities span discovery research, clinical development, regulatory affairs, manufacturing and global commercial distribution across multiple therapeutic areas.

Pfizer’s portfolio and pipeline cover oncology, immunology, cardiology, endocrinology, rare diseases, hospital acute care and anti-infectives, along with a substantial vaccine business.